Best Stocks of 2011--How'd They Do in Q1?

"Despite a gain of more than 10% in the S&P 500 over the past three months, there's still a real buying opportunity in growth stocks," wrote Birger. "Our 10 best for 2011 are expected to bolster their profits an average of 61% next year -- vs. 14% for the S&P -- and yet they trade at an average 12 times next year's earnings, vs. 13 times for the S&P.

"Our selections this year are slanted toward commodities. Exposure to oil, chemicals, and fertilizer should provide protection against a falling dollar or an outbreak of a 1970s-style rise in inflation, which we think is a bigger threat than a double-dip recession. (We've also made some contrarian selections, including one housing-related stock.)"

With one quarter of 2011 in the books, let's check in on how Fortune's 10 stocks for 2011 are doing so far vs Standard & Poor's benchmark index, the S&P 500, which was up 5.4% for the period.

By Shelley DuBois, reporterNEXT: Mosaic Email Print RSS var shared_object = SHARETHIS.addEntry({ title: storyinfo.title, url: storyinfo.earl, summary: storyinfo.summary, icon: storyinfo.icon }); shared_object.attachChicklet("email", document.getElementById("emailIcon")); Last updated April 06 2011: 12:29 PM ET cnnad_createAd("862267","http://ads.cnn.com/html.ng/site=cnn_money&cnn_money_brand=fortune&cnn_money_position=628x215_bot&cnn_money_rollup=magazine&cnn_money_section=fortune&cnn_money_subsection=quigo_gallery¶ms.styles=fs","215","628"); var fbcUnique = false;More from Fortune 10 best stocks for 2011 Investors' fears that a bear market will return (and linger) has made for some bargains - and this group should thrive even if inflation returns. More The 10 best cities for home buyersYou better believe it -- the real estate market is back. It's time to buy again, and here are the 10 cities with the most affordable homes, according to a new report from Deutsche Bank. More Five popular tax breaks on the brink of extinction From energy savings to college costs, Americans are getting a lot of breaks from Uncle Sam during this tax season. But get them while they last -- the good times are about to end. More cnnad_createAd("360288","http://ads.cnn.com/html.ng/site=cnn_money&cnn_money_position=336x280_rgt&cnn_money_rollup=business_news&cnn_money_section=galleries¶ms.styles=fs","280","336"); Job SearchSee 206,433 new jobs added today Accounting jobs Engineering jobs Finance jobs Management jobs Marketing jobs Sales jobs

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